Wednesday, September 9, 2009

Questar 401k (EIP) Plan PSDS Scan 12/31/2008

















A good plan helped by company stock STR and hurt by 2008. The Balanced portfolio had most of the money in the Wells Fargo money market fund WFIIX and their stable return fund WFSRF in the scan. The employee portfolio as of 12/31/2008 had 59% invested in company stock which had a 5yr APR of 14.64% and a positive SR of 0.32. The volatility is high with a STD of 36.5% but if I were young I would probably have more than 4.5% in this company stock.

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